Financial Planning Fort Collins’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Planning Fort Collins’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Sell	7,854 -147	-2%	-$21.7K	0.96%	18
2026 Q1	$1.16M	Buy	8,001 +280	+4%	+$38.8K	0.91%	18
2025 Q4	$1.08M	Buy	+7,721	New	+$1.07M	0.94%	16

Other funds holding SUSA

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return